Search results by user ID 7190

Re: Grid Error Message

SMDC_Sam — Wed, 17 Aug 2016 15:03:59 GMT

Yes, I spoke with Shadi this morning and we could not reproduce the problem.

To clarify, I added a custom field to the table, but never placed it on any screen. After changing my mind and removing the new custom field from the table, both the stock and custom screens gave an error message.

Grid Error Message

SMDC_Sam — Mon, 15 Aug 2016 14:58:27 GMT

Hello all,

We have encountered an odd error with the 'Invoices' grid. We were initially attempting to add a field for a Purchase Order number to our invoices before we realized that QuickBooks has that field and Method was just not showing it (a totally different issue, also very frustrating). We added the field to the table, but never added it to the screen. After realizing the other issue we deleted the field from teh table without ever having added it to the screen/grid. After this the grid displayed an error message (both on our customized screen and the stock version) saying "Invalid column name PO...". The only way we got the grid to display correctly was to re-create the "PO" field that we had created and deleted before.

Has anyone encountered something similar? It's odd enough that a field that was never used in any screens would do this, but the fact that it breaks the stock screen tells me something is wrong. We emailed support and have yet to get a response.

Re: Moving activities from old to new method account

SMDC_Sam — Mon, 09 May 2016 19:38:54 GMT

I'm sorry to reply to such an old thread, but I am attempting to do the same thing and am experiencing a different issue. I am "ActivityCompanyName" column. It defaults to "Do not import" and when I select "to existing field", ActivityCompanyName is not a choice in the dropdown menu. I've confirmed that the field is in the table in the new account.

Can you help me understand what's going on and fix it?

Thanks

Grid link popup

SMDC_Sam — Thu, 21 Apr 2016 21:29:59 GMT

I am having a problem using a popup screen to enter information into a grid. We have customized the Work Order screen from Method Field Services to add a field for which months a recurring service item is supposed to be scheduled in. Many of our customers have a regular (e.g. monthly, quarterly) service call in which different services are done on each visit. Instead of the user typing in the months, we have a popup screen that allows them to select which months to use. I have been able to get the months to enter into the field using a shared result and the onClosePopup actions for the parent screen. The issue I am running into is that after closing the popup, I am unable to save the grid. I have tried doing this with a save grid action, as well as a save section action, in addition to manually clicking the "update" button. I am not sure what the significance of it is, but when I click the link, the grid row remains the "mouse-over" color, and continues this way after the popup closes. The only way to get it to return to normal is to manually edit a field, then click update. I can post screenshots if needed.

Thanks in advance

Re: Field Services Calendar View

SMDC_Sam — Tue, 19 Apr 2016 14:19:08 GMT

I ended up creating one calendar with a static set of lead technicians, and another with the built-in filter enabled in order to view schedules for other employees.

Thank you for all your help

Re: Field Services Calendar View

SMDC_Sam — Fri, 15 Apr 2016 22:14:09 GMT

How would I go about filtering by a specific list of users? I am trying to make the default view our 6 lead technicians, and still have the option to view others as necessary.

Field Services Calendar View

SMDC_Sam — Tue, 12 Apr 2016 16:58:05 GMT

Hello,

I was wondering if anyone has found a workaround for an issue I'm experiencing. I'm trying to set multiple users to display by default in the calendar screen. According to the help center page it's only possible to set one user as default, but I wanted to see if anyone had found a way around this. We are a service company and I generally want to view all of our technicians' schedules at the same time. It's not a huge issue, but it disrupts my workflow to have to change the view every time the page loads.

Thanks in advance for your help!

-Sam